NEW YORK, NY (July 13, 2026) – MONTICELLOAM, LLC (“MONTICELLOAM”), a specialized seniors housing and multifamily bridge lending platform, along with a firm affiliate, announced that Jason Liu will hold the Deputy Chief Financial Officer position.
In this role, Mr. Liu will oversee investor and lender reporting for MONTICELLOAM, covering periodic financial statements, projections, audits, and tax filings, while managing liquidity through cash flow planning, loan draws, and capital calls for development projects. He will also review financial statements and waterfall calculations for accuracy and support accounting workflows across internal and outsourced teams.
“I’m excited to join MONTICELLOAM at such a pivotal time for the firm. Real estate credit demands precision and adaptability, and I look forward to strengthening our investor and lender reporting while bringing greater efficiency to our financial operations. Our team aims to continue to build a reporting infrastructure that supports MONTICELLOAM’s growth and gives our investors and lenders the transparency they expect.”
Mr. Liu joins MONTICELLOAM following his tenure at SHVO Real Estate Group, where he served as Senior Director of Finance and Senior Controller, overseeing financial operations for a multi-billion-dollar real estate portfolio. Prior to that, he held the Chief Financial Officer position at Everest Healthcare Properties, LLC. He brings an extensive background in managing billions of dollars in healthcare real estate portfolios. He began his public accounting career at Grant Thornton and later advanced to Audit Manager at PwC.
“Mr. Liu’s deep experience in real estate finance and his track record managing complex reporting for large, institutional-scale portfolios make him a strong addition to our team,” says Jonathan Litt, Principal & Co-founder of MONTICELLOAM. “His expertise will strive to bring added rigor and clarity to our financial operations as we scale.”
About MONTICELLOAM, LLC
MONTICELLOAM, LLC (“MONTICELLOAM”) is a specialized multifamily and seniors housing lending platform with expertise in executing bridge loans and managing credit risk. MONTICELLOAM offers bridge, working capital and permanent financing options to properties across the U.S. The firm was founded in October 2014 by Alan Litt, Thomas Lally and Jonathan Litt, who each have over 35 years of industry experience as lenders, investors, developers, and owner-operators.
To learn more visit www.monticelloam.com.